ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Colonial River Wealth Management, LLC's Holding History (CIK: 0001845859)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 1,732 Value ($000) $1,186 Avg Close Range
Q3 2025
Shares 2,000 Value ($000) $1,339 Avg Close Range
Q2 2025
Shares 1,942 Value ($000) $1,221 Avg Close Range
Q1 2025
Shares 3,267 Value ($000) $1,836 Avg Close Range
Q4 2024
Shares 561 Value ($000) $330 Avg Close Range
Q3 2024
Shares 7,801 Value ($000) $4,500 Avg Close Range
Q2 2024
Shares 7,765 Value ($000) $4,249 Avg Close Range
Q1 2024
Shares 10,061 Value ($000) $5,289 Avg Close Range
Q4 2023
Shares 5,435 Value ($000) $2,596 Avg Close Range
Q1 2023
Shares 785 Value ($000) $323 Avg Close Range
Q4 2022
Shares 11,531 Value ($000) $4,430 Avg Close Range
Q3 2022
Shares 2,117 Value ($000) $759 Avg Close Range
Q2 2022
Shares 772 Value ($000) $293 Avg Close Range
Q1 2022
Shares 451 Value ($000) $205 Avg Close Range
Q3 2021
Shares 1,658 Value ($000) $744 Avg Close Range